Simple
Salesforce Financial Services Cloud
Money Guide Pro
Redtail CRM
Joist
SmartOffice
LearnVest
fi360 Toolkit
InsightsCRM
DealCloud
SugarCRM
ANALEC believes technology and software can go a long way to fight the structural decline facing full service broker-dealers and help them reset their business models to remain sustainable. Our offerings help broker-dealers to raise productivity and cost competitiveness as well as improve their revenue generation prospects.
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InsightsCRM's answer:
A CRM that offers Intuitive Designs and Navigation Features, Significant UI/UX advantages over competitors' offerings, transaction-level confidentiality across interactions, and Intelligent Email Integration Features while maintaining user-level discretion.
InsightsCRM's answer:
Zero-cost implementation Model with maximum flexibility and robustness
Domain-centric platform
Significant licensing cost advantages compared to generic CRMs
Effective Knowledge Management
Easy to customize processes and workflows
Powerful and efficient prospecting capabilities to boost the deal success rate
InsightsCRM's answer:
Investment Bankers, Capital Markets Professionals, Asset Managers, and Traders
InsightsCRM's answer:
To eradicate real-world challenges, such as Information Silos, Transaction-level Discipline &Discretion, Maintaining Client Trust & Confidentiality, Speed of Customer Engagement, and Success of Investment Bankers or Financial Advisors.
InsightsCRM's answer:
ASP.NET CORE, HTML 5, Bootstrap, JQUERY/JAVASCRIPT
InsightsCRM's answer:
Berenberg Capital, Erik Penser, and Ambit Capital
Based on our record, Simple seems to be more popular. It has been mentiond 4 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
I received a refund for an item on Amazon and the debit card and bank was closed. Amazon will not reissue the refund to a different debit card and I'm clueless who to contact if there is anyone to contact since simple.com was defunct in 2021. Any help would be appreciated. Source: over 1 year ago
Get a fresh bank account without him; credit unions can be good for this. Make sure it's not at a bank that he frequents...you don't want the teller to be "helpful" and clue him in on things. I used to recommend simple.com for a debit card, but they have sold out to PNC. Source: almost 2 years ago
Patience and discovering that simple.com now points to BBVA's Simple migration page. Source: about 3 years ago
Prior to putting this on reddit the site showed a simple.com blue banner. Source: about 3 years ago
Salesforce Financial Services Cloud - Salesforce Financial Services Cloud offers CRM solutions for banking, insurance, and wealth management.
DealCloud - The DealCloud platform helps deal professionals seamlessly integrate and execute their fund raising, sourcing and deal management strategies
Money Guide Pro - Money Guide Pro is a financial planning software solution.
SugarCRM - SugarCRM enables businesses to create extraordinary customer relationships with the most innovative and affordable CRM solution in the market.
Redtail CRM - Redtail is a web-based client relationship management solution for the financial advisors.
Joist - Joist is a mobile application to manage estimates, invoicing and accounting for contractors.